Plan Snapshot
- Plan Sponsor: Houston Refining LP
- Sponsor EIN: 760395303
- Sponsor Address: 2800 POST OAK BLVD, SUITE 5100, HOUSTON, TX, 77056
- Plan Type: DB
- Total Participants: 224
- Total Assets: $75.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 224 | $75.1M | $10.9M | $0 |
| 2023 | 235 | $67.5M | $5.5M | $0 |
| 2022 | 242 | $60.6M | $5.3M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $554,885 | — | — | — | — |
| 2023 | $549,074 | — | — | $24,000 | — |
| 2022 | $497,602 | — | $34,409 | — | $79,719 |